About Brandon Roberts

Brandon Roberts has been a member since April 19th 2012, and has created 232 posts from scratch.

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Indexed Universal Life Insurance: The White Coat Investor Responds

Last week we published a critical piece regarding a recent review of indexed universal life insurance that showed up on Jim Dahle’s website The White Coat Investor. Jim took our criticism seriously and on Friday of last week published a lengthy reply.

Based on the time Jim has taken to address this, I felt it was necessary to offer up some additional thoughts, and even a small critique on his attempt to rebut my biggest criticism of his original work. Read More…

140 Hey, We Told You So


If you’ve ever been in a position where you were responsible for creating content for a website, blog, newsletter, podcast, radio show or video, then you know how much of a struggle it can be to sometimes to find interesting subject matter to discuss. Particularly when you’ve been at it for a little over three years and you know that you’ve gotta come up with something at least once a week.

Additionally, we have a need to keep things entertaining and somewhat interesting from a selfish perspective.  Read More…

Ten Things Life Insurance Agents won’t Say: #8 Your Child doesn’t Need Life Insurance

Life insurance for children is a topic I’ve discussed in the past, a few times. And while I mostly agree that a lot of agents (and consumers) often get things backwards in terms of what, how, and even if this should be done.  Categorically declaring against it is neither helpful nor heroic.

This is the third item on the Market Watch piece; let’s set the record straight.

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Is Indexed Universal Life Insurance Just what the Doctor Ordered?

Most of our readers and clients are familiar with the White Coat Investor—a web site started a few years ago by Jim Dahle, a physician who practices Emergency Medicine. I’ve talked about Jim’s work before, once quite a while ago when he attempted to malign whole life insurance and again about a year ago when readers wanted me to take on his suggestion that whole life insurance is not like a Roth IRA.

The second time I disappointed some people when I did the exact opposite of what they wanted by pointing out that he wasn’t wrong on that subject.

For the most part, we like to leave him alone in his pursuits. This is due in part to the fact that, believe it or not, we’re not all that different in our main goal—to identify and bring attention to the really dumb things financial professionals of all types do to people (for the White Coat Investor it’s specifically doctors) that leave them in a less than optimal position.

We differ, obviously, on our feelings about life insurance and that’s mostly fine. But Jim’s been on a bit of an indexed universal life insurance rant lately thus we’ve decided to weigh in on his recent work reviewing an indexed universal life insurance illustration that someone sent him.

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139 Financial Pro Cast: You Can’t Sell THOSE Products?


This is our second week of publishing the Financial Procast after going back to our original format of discussing various issues that have come in the world of finance. We sincerely hope that those in our community are enjoying listening to the episodes as much as we enjoy putting them together for you.

Now, onto today’s show:

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